Readyplanet PCL

Songyot Kanthamanon, Chief Executive Officer of ReadyPlanet Public Company Limited, or READY, said business trends in the fourth quarter of 2026 are improving as the tourism season begins, and this is expected to be a key factor supporting demand for hotel software systems, driving growth in line with the company's estimates. At the same time, the government's Thai Travel Plus measure, which subsidizes accommodation and provides coupons for dining and travel through an application, will be another important stimulus helping to promote domestic travel, and the company assesses that this momentum could continue into early in the first quarter of 2027. For the hotel business, READY provides services through ReadyPlanet TravelTech, a marketing and room booking solution specifically for the hotel business, as well as Hotel Direct Booking. As for the TH-AI Passport policy, the company assesses that although it does not yet directly affect customer numbers or sales, it is an indirect positive factor that helps build awareness and familiarity with applying AI. The company has set a target for revenue in 2026 to grow by about 7% and expects YDM Thailand to post continuously better operating results, with a chance of turning back to profit in the second half of 2026.

Readyplanet Public Company Limited, or READY, has launched its Hotel Loyalty Program by Pointspot solution to target the hotel and accommodation business. Chief Executive Officer Songyot Kanthamanon said that although occupancy volumes have recovered, most bookings still come through OTA platforms, forcing hotels to bear substantial fees. Meanwhile, traditional points systems often fail because they require customers to download a new application, resulting in sign-up and repeat-stay rates below target. The new solution uses a digital loyalty system that does not rely on an application, or No-app Loyalty, with four highlights: sign-up and point accumulation via phone number at check-in; membership tiers and room privileges such as Silver, Gold and Platinum, along with room upgrade rights, late check-out, and discounts on food and spa services; electronic coupons and voucher packages sent directly to the phone number with automatic SMS and LINE notifications; and seamless integration of direct bookings with the website's room reservation system, to draw traffic toward booking through direct channels instead of OTAs and reduce revenue lost to commissions.

Ready Planet Public Company Limited, or READY, announced its second-half strategy focused on expanding its Plus Customer base, which consists of mid-sized businesses with annual revenue of 30 to 300 million baht, in order to increase recurring revenue or New MRR, while also applying AI to develop products and internal systems. Currently READY has 1,337 Plus Customers, accounting for 85% of company revenue, while its small business customer group numbers about 5,326. The company has launched new products Ready Agent and R Service. Ready Agent is an AI Marketing Agent offered on a subscription basis at about 7,900 baht per month, while R Service is an after-sales service management system connected to the main platform. Using AI to help write code has also made product development about three times faster. For this year's revenue target, the company has lowered it to about 7% from the previous 12% to align with economic conditions, with recurring revenue currently accounting for about 90% of total revenue.

Ready Planet Public Company Limited, or READY, said during an Opportunity Day event that it has a positive view of business trends in the second half of 2026. The company plans to accelerate development of new solutions, integrate artificial intelligence technology into its products, expand its sales team, and increase marketing budgets to speed up growth in its customer base and recurring revenue. For the second quarter of 2026, the company reported service revenue of 47.79 million baht, a slight decline from the same period last year amid a slowing economy, while costs rose from investments in product development and an expanded marketing team to support plans for higher recurring revenue from new customers, or New Monthly Recurring Revenue. The company and its subsidiaries posted net profit of 5.30 million baht. Average revenue per customer was 2,184 baht, and New MRR in the second quarter of 2026 was 1.60 million baht, the second-highest level since the company began operations, reflecting improving momentum in new customer growth. The company expects business trends in the third and fourth quarters of 2026 to improve, driven by a recovery in new customers, the hotel booking system business entering the tourism season, and potential benefits from government tourism stimulus measures. For its second-half strategy, READY will focus on expanding its new customer base while integrating AI into the business, continuing product development, upgrading its service team, expanding the sales team, and systematically increasing marketing budgets to strengthen service capabilities and support a likely larger new customer base going forward.

Ready Planet Public Company Limited, or READY, has unveiled its strategy for the second half of 2026, accelerating its push into AI technology through the development of ReadyAgents – AI Marketing Agent and the R-Service application to enhance its digital sales and marketing platform. The company aims to drive a recovery in revenue after service income for the first six months came in at 98.39 million baht, a slight dip from the previous year, while net profit stood at 13.03 million baht, down 5.95 million baht from the same period last year. Its joint venture YDM returned to profitability for the first time in 18 months, while new monthly recurring revenue in the second quarter of 2026 reached 1.60 million baht, the second-highest since the start of operations. Meanwhile, the board has approved an interim dividend of 0.15 baht per share, with the XD date set for 20 August 2026 and payment on 3 September 2026.